Templates are used as a base to create your final customer communication.
Create customized communications based on templates for optional review and approval using predefined workflows.
Participate in predefined processes that manage the lifecycle of communications from design to delivery using predefined workflows.
A communication is created from a template and delivered to your customer at the end of the communication's life-cycle.
The template typically contains static content together with predefined sections that allow you to enter customer data using interactive prompts.
Where data is pushed through the system, you may need to verify for the accuracy of pre-populated data, or enter missing data before the communication is edited.
Editing options allowing for creating and edit your customer communication using the selected template.
Delivery options can be made up of one or more delivery channels and are configured by your EngageOne administrator.
Lists all documents that have been submitted for delivery but have not been delivered.
The Search Archive pane allows you to search documents from a selected database and view them based on communication type or month.
Design Review and Approval provides a framework to ensure new and existing templates and active content are subject to quality control as part of a structured review and approval process.
This section describes the management of workflow and template processes.
Systems Administration and Community Administration options.
Asset Promotion facilitates the promotion of assets between a test, staging and a production environments.
